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 Dow Up 0.36% Nasdaq Up 0.71%

Hartford Disciplined Equity HLS IB (HBGIX)

19.68 Up 0.09(0.46%) Jul 22
Prev Close:19.59
YTD Return*:6.84%
Net Assets*:879.13M
Yield*:0.63%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HBGIX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM2.460.43
CVS2.367.01
MRK2.3218.66
CVX2.306.16
MCK2.2817.68

Fund Basics

Morningstar Overall Rating:
Total Assets:879.13M
Category:Large Blend
Annual Report Expense Ratio (net):1.01%

Performance & Risk

YTD Return:6.84%
5y Avg Return:18.47%
Rank in Category (ytd):38
% Rank in Category (ytd):2.31%
Beta (3y):1.01
Morningstar Risk Rating:2

Fund Summary

The investment seeks growth of capital. The fund normally invests at least 80% of its assets in common stocks. It invests in a diversified portfolio of common stocks. The fund's portfolio is broadly diversified by industry and company. It may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the S&P 500 Index. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities. View More
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